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Keystone Wealth Services’s iShares Global Energy ETF IXC Stock Holding History

Keystone Wealth Services’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,402
Closed -$381K – 261
2024
Q3 		$381K Buy
9,402
+102
+1% +$4.18K 0.11% 173
2024
Q2 		$386K Sell
9,300
-1,250
-12% -$53.6K 0.12% 152
2024
Q1 		$453K Sell
10,550
-345
-3% -$13.7K 0.15% 137
2023
Q4 		$426K Buy
+10,895
New +$433K 0.15% 134

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Keystone Wealth Services's IXC Position: Q4 2024 in Review

Keystone Wealth Services sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 9,402 shares — an estimated $381K sold.

Keystone Wealth Services first reported a position in IXC in Q4 2023 and held it in 4 quarters. The position peaked at $453K in Q1 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • Keystone Wealth Services reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Keystone Wealth Services sold 9,402 iShares Global Energy ETF shares in Q4 2024, an estimated $381K.
  • Keystone Wealth Services first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 4 quarters.
  • Keystone Wealth Services's iShares Global Energy ETF position peaked at $453K in Q1 2024.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Keystone Wealth Services's 13F filing for Q4 2024, filed 6 Feb 2025.